Universal Ambassador

Sierra Employment/ Luttrell Staffing is currently hiring an Universal Ambassador position in Santa Clara, CA.

Details for Universal Ambassador position: $/ Hour. Based out of the Bishop, CA branch with flexibility to travel to Lone Pine, CA as needed.

Full-Time | Temp-to-Hire, Occasional Overtime.

Perform work indoors in climate-controlled shared work environment with moderate noise.

• Open and maintain member accounts while educating members on available products and services
• Assist with IRA certificates, CDs, shared certificates, account transfers, rollovers, and closures
• Process member requests including checkbook orders, automatic transfers, ACH transactions, outgoing wires, safe deposit box maintenance, and notary services
• Support members with credit card and loan applications, fraud concerns, and other account-related needs
• Identify opportunities to recommend additional products, services, and programs that benefit members
• Provide teller support as needed
• Maintain compliance with company policies, banking regulations, the Bank Secrecy Act, Patriot Act, and OFAC requirements
• Completes any other related tasks as needed

• High school diploma or equivalent
• Must have a valid driver's license
• FiCEP Certified Financial Counselor certification preferred or ability to obtain certification within six months of hire
• Six months to two years of related customer service, financial services, or banking experience
• Ability to work independently with limited supervision and collaborate effectively as part of a team
• Strong verbal communication skills with the ability to clearly explain information and follow written and verbal instructions
• Ability to perform basic financial calculations accurately
• Excellent customer service skills with the ability to interact professionally with diverse individuals
• Ability to maintain confidentiality, discretion, accuracy, and composure in a fast-paced environment
• Proficiency with routine office equipment and computer-based work for extended periods
• Ability to work extended hours as needed and navigate stairs in emergencies
• Ability to lift up to 10 lbs

Luttrell Staffing Group is an equal-opportunity employer.